Brentview investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$109,292,999
Clients
211
Advisors
3
across 2 offices
About
Brentview Investment Management primarily serves high‑net‑worth individuals and a range of institutional clients, providing discretionary separate‑account portfolio management and related advisory services. The firm also acts as a sub‑advisor to other registered investment advisers and participates as a strategy provider in wrap‑fee programs and unified managed account arrangements.
The firm follows a bottom‑up, fundamentally driven Dividend Growth investment approach and offers three distinct strategies: Dividend Growth (U.S.-oriented), Select Dividend Growth (concentrated global dividend growth), and International Dividend Growth (developed markets outside the U.S.). Portfolios are managed on a discretionary basis with client‑specific guidelines permitted; typical account minimums are $1 million but may be waived.
Brentview is employee‑owned by three principals and is certified as a Minority Business Enterprise, and it holds a 50% ownership interest in Charles Fish Investments, an affiliated SEC‑registered adviser. Its distribution model is notable for the breadth of platform relationships — the Dividend Growth strategy is made available in numerous wrap programs (for example, LPL, Morgan Stanley, UBS) and on multiple TAMP/UMA platforms (for example, Envestnet, Fidelity) — a level of sub‑advisory and platform integration that is less common for firms of its size.
Client services
Expertise
Fee options
$0 - $25 million: 0.50% $25 million - $50 million: 0.45% $50 million - $100 million: 0.40% $100 million - $250 million: 0.35% $250 million - Negotiated: Negotiated
Account minimum: $1 million Minimum fee: Minimum annual fees for separate accounts are negotiable and can be imposed. Fee-only: Portfolio management advisory fees are asset-based; no commissions or transaction-based compensation.
Main office
See office6400 Shafer Ct, Suite 360
Rosemont IL 60018
Advisors at this office
2
Offices (2)
Most active in
California · Florida · Illinois · Massachusetts · Minnesota · New York · Ohio · Tennessee · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Cynthia A
Series 63, Series 65, Series 66
Los Angeles, CA
Brentview investment Management, LLC
Cynthia Aragon is a financial advisor with Brentview Investment Management, LLC, holding Series 63, 65, and 66 designations and 19 years of industry experience. She has worked at several firms, including Cavu Securities LLC and Altegris Investments. Outside of her advisory role, she operates her own law practice, providing compliance consulting and legal advice to investment companies and corporate clients. Brentview Investment Management serves high-net-worth individuals and institutional clients, offering discretionary portfolio management with a focus on dividend growth strategies across U.S. and international markets. The firm is employee-owned, certified as a Minority Business Enterprise, and participates extensively as a sub-advisor in various wrap and managed account platforms.
Jeffrey C
Series 66
Rosemont, IL
Brentview investment Management, LLC
Jeffrey Chapracki is a financial advisor at Brentview Investment Management, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley, Capital Market Consultants, Citigroup Global Markets, and BNY Mellon Advisors. Brentview Investment Management primarily serves high-net-worth individuals and institutional clients, offering discretionary portfolio management with a focus on a fundamentally driven Dividend Growth investment approach. The firm is employee-owned, certified as a Minority Business Enterprise, and notable for its integration across various wrap-fee and managed account platforms.
John G
Series 63, Series 65
Rosemont, IL
Brentview investment Management, LLC
John Gomez is a financial advisor with Brentview Investment Management, LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at several firms including Nuveen Securities LLC, Santa Barbara Asset Management, and Voya Investment Management Co. LLC. Gomez serves as President of Brentview Investment Management and is responsible for marketing and client services. Brentview Investment Management serves high-net-worth individuals and institutional clients, providing discretionary separate-account portfolio management with a focus on a bottom-up, fundamentally driven Dividend Growth investment approach. The employee-owned firm is certified as a Minority Business Enterprise and offers multiple dividend growth strategies through a broad range of wrap and unified managed account platforms.
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